The Analysis of Essex Bank's Holdings

Currently, Essex Bank holds 312 types of securities in its portfolio with a total value $461.4M. In the most recent quarter, they have increased their positions in NFLX (+15.0K shares, valued at $1.4M), XLK (+8.9K shares, valued at $1.3M), N/A (+3.1K shares, valued at $961.1K); decreased their positions in N/A (-903 shares, valued at $566.3K), LLY (-407 shares, valued at $437.4K), AMGN (-864 shares, valued at $282.8K); initiated new positions in XLF (+13.6K shares, valued at $743.8K), XLY (+4.8K shares, valued at $570.5K), XLV (+3.5K shares, valued at $549.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE COMPUTER INC. CMN.110.5K shares-0.48%2025-12-312026-02-02

XOM EXXON MOBIL CORPORATION176.7K shares0.28%2025-12-312026-02-02

CVX CHEVRON COM133.7K shares1.02%2025-12-312026-02-02

JNJ JOHNSON & JOHNSON COM68.5K shares0.28%2025-12-312026-02-02

MSFT MICROSOFT COM28.3K shares-1.07%2025-12-312026-02-02

BRK.A BERKSHIRE HATHAWAY INC DEL16 shares0.00%2025-12-312026-02-02

LLY LILLY ELI & COMPANY10.8K shares-3.62%2025-12-312026-02-02

ADP AUTOMATIC DATA PROCESSING INC - TAXABLE42.7K shares-1.87%2025-12-312026-02-02

Sponsored

ALPHABET INC. ALPHABET INC.34.8K shares9.65%2025-12-312026-02-02

JPM JP MORGAN CHASE & CO COM28.4K shares1.03%2025-12-312026-02-02

NVDA NVIDIA CORP47.4K shares2.73%2025-12-312026-02-02

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A27.4K shares10.36%2025-12-312026-02-02

BROADCOM INC BROADCOM INC24.6K shares-0.70%2025-12-312026-02-02

AMZN AMAZON COM INC COM35.3K shares3.30%2025-12-312026-02-02

IVV ISHARES TR S&P 500 INDEX9.1K shares5.45%2025-12-312026-02-02

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS8.9K shares-9.24%2025-12-312026-02-02

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW10.7K shares-4.96%2025-12-312026-02-02

WMT WAL-MART47.3K shares-0.45%2025-12-312026-02-02

V VISA INC COM CL A14.8K shares2.09%2025-12-312026-02-02

SPY SPDR TR UNIT SER 17.5K shares8.05%2025-12-312026-02-02

PG PROCTER & GAMBLE CO.33.0K shares-2.10%2025-12-312026-02-02

RTX RTX CORPORATION COM24.5K shares-5.26%2025-12-312026-02-02

HD HOME DEPOT COM12.1K shares-4.55%2025-12-312026-02-02

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 16.7K shares-0.94%2025-12-312026-02-02

Sponsored

VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF59.5K shares1.08%2025-12-312026-02-02

META FACEBOOK INC CL A5.4K shares8.55%2025-12-312026-02-02

MERCK & CO INC MERCK & CO INC30.7K shares-1.50%2025-12-312026-02-02

ABBV ABBVIE INC COM13.7K shares-0.44%2025-12-312026-02-02

TGT TARGET CORPORATION31.2K shares-0.39%2025-12-312026-02-02

CAT CATERPILLAR INC COM5.2K shares-7.92%2025-12-312026-02-02

ITOT ISHARES TR CORE S&P TTL STK19.4K shares1.12%2025-12-312026-02-02

VRSK VERISK ANALYTICS INC CL A12.4K shares0.43%2025-12-312026-02-02

Sponsored

CSCO CISCO33.9K shares-1.41%2025-12-312026-02-02

VO VANGUARD MID CAP ETF8.9K shares8.67%2025-12-312026-02-02

MA MASTERCARD INCORPORATED CL A4.4K shares-0.94%2025-12-312026-02-02

VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS41.4K shares8.02%2025-12-312026-02-02

DE DEERE & CO COM5.3K shares0.06%2025-12-312026-02-02

VTI VANGUARD TOTAL STK MKT ETF7.0K shares0.00%2025-12-312026-02-02

IWM ISHARES TR RUSSELL 20009.3K shares-1.69%2025-12-312026-02-02

CMI CUMMINS INC COM4.3K shares-0.33%2025-12-312026-02-02

Sponsored

SCHW SCHWAB CHARLES CORP NEW COM21.7K shares-0.10%2025-12-312026-02-02

VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF15.0K shares-2.10%2025-12-312026-02-02

PEP PEPSICO INC15.0K shares-0.58%2025-12-312026-02-02

TT TRANE TECHNOLOGIES PLC5.4K shares-1.24%2025-12-312026-02-02

MCO MOODYS CORP COM4.1K shares0.10%2025-12-312026-02-02

IBM INTL BUSINESS MACHINES COM7.0K shares-0.91%2025-12-312026-02-02

IVW ISHARES TR S&P 500 GRWT ETF16.6K shares-0.48%2025-12-312026-02-02

VB VANGUARD INDEX FDS SMALL CP ETF7.9K shares4.80%2025-12-312026-02-02

Sponsored

JPST JP MORGAN ETF ULTRA SHORT INCOME40.4K shares9.59%2025-12-312026-02-02

VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F4.5K shares-0.48%2025-12-312026-02-02

SYK STRYKER CORP5.7K shares-8.87%2025-12-312026-02-02

BLACKROCK INC COM BLACKROCK INC COM1.9K shares-1.07%2025-12-312026-02-02

GS GOLDMAN SACHS2.2K shares3.64%2025-12-312026-02-02

IWF ISHARES TR INDEX RUSSELL1000GRW4.0K shares1.51%2025-12-312026-02-02

NSC NORFOLK SOUTHERN CORP COM6.2K shares-2.12%2025-12-312026-02-02

UNP UNION PAC CORP COM7.7K shares-0.06%2025-12-312026-02-02

Sponsored

GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION5.3K shares-2.51%2025-12-312026-02-02

EATON CORP CMN EATON CORP CMN5.3K shares4.79%2025-12-312026-02-02

PANW PALO ALTO NETWORKS INC COM9.1K shares0.22%2025-12-312026-02-02

LHX L3HARRIS TECHNOLOGIES INC COM5.7K shares-0.73%2025-12-312026-02-02

KO COCA COLA CO COM22.6K shares0.42%2025-12-312026-02-02

ADBE ADOBE INC COM4.5K shares-11.67%2025-12-312026-02-02

NFLX NETFLIX INC COM16.7K shares887.56%2025-12-312026-02-02

COST COSTCO WHSL CORP NEW COM1.8K shares-0.72%2025-12-312026-02-02

Sponsored

VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF7.0K shares3.45%2025-12-312026-02-02

LMT LOCKHEED MARTIN CORP COM3.1K shares0.00%2025-12-312026-02-02

WFC WELLS FARGO & CO NEW COM16.0K shares1.17%2025-12-312026-02-02

MCD MCDONALDS CORP COM4.8K shares4.62%2025-12-312026-02-02

TSLA TESLA MTRS INC COM3.2K shares-1.03%2025-12-312026-02-02

XLK TECHNOLOGY SELECT SECTOR9.8K shares942.34%2025-12-312026-02-02

ORCL ORACLE CORPORATION7.2K shares-2.58%2025-12-312026-02-02

IJH ISHARES TR S&P MIDCAP 40020.5K shares0.00%2025-12-312026-02-02

Sponsored

CL COLGATE PALMOLIVE CO16.7K shares-3.64%2025-12-312026-02-02

DGRO ISHARES DIVIDEND GROWTH ETF18.8K shares0.00%2025-12-312026-02-02

CAFX PROFESIONALLY MANAGED PORTFOCONGRESS INTERME50.9K shares0.00%2025-12-312026-02-02

IJR ISHARES TR S&P SMALL CAP 600 INDEX10.5K shares-0.29%2025-12-312026-02-02

CVS CVS CORP.15.7K shares-5.90%2025-12-312026-02-02

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A4.6K shares1.31%2025-12-312026-02-02

ASML ASML HOLDING NV NY REG SHS1.1K shares1.26%2025-12-312026-02-02

HON HONEYWELL INTL INC COM6.1K shares4.86%2025-12-312026-02-02

Sponsored

KMB KIMBERLY - CLARK CORP11.7K shares2.16%2025-12-312026-02-02

MINT PIMCO ETF TR ENHAN SHRT MA AC11.6K shares0.13%2025-12-312026-02-02

MMM 3M COMPANY COM7.3K shares-1.37%2025-12-312026-02-02

IEMG ISHARES INC CORE MSCI EMKT17.1K shares0.68%2025-12-312026-02-02

CRM SALESFORCE COM INC COM4.3K shares-4.59%2025-12-312026-02-02

JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL22.5K shares80.25%2025-12-312026-02-02

DHR DANAHER CORPORATION4.9K shares2.76%2025-12-312026-02-02

EMR EMERSON ELECTRIC8.4K shares0.97%2025-12-312026-02-02

Sponsored

GENERAL ELECTRIC CO COM NEW GENERAL ELECTRIC CO COM NEW3.5K shares0.03%2025-12-312026-02-02

SO SOUTHERN COMPANY12.3K shares0.00%2025-12-312026-02-02

NEE NEXTERA ENERGY INC13.2K shares-1.48%2025-12-312026-02-02

ITW ILLINOIS TOOL WKS INC COM4.3K shares-0.53%2025-12-312026-02-02

VV VANGUARD INDEX FD LARGE CAP ETF3.3K shares380.49%2025-12-312026-02-02

TMO THERMO FISHER SCIENTIFIC INC1.8K shares1.73%2025-12-312026-02-02

AMD ADVANCED MICRO DEVICES INC COM4.8K shares-1.04%2025-12-312026-02-02

AFL AFLAC INC COM9.2K shares5.37%2025-12-312026-02-02

Sponsored

IEFA ISHARES TR CORE MSCI EAFE11.3K shares-1.03%2025-12-312026-02-02

DIS DISNEY WALT CO COM8.8K shares-0.30%2025-12-312026-02-02

GWW GRAINGER W.W. INC993 shares0.00%2025-12-312026-02-02

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR3.3K shares-2.55%2025-12-312026-02-02

VTV VANGUARD INDEX FDS VALUE ETF5.1K shares0.00%2025-12-312026-02-02

AXP AMERICAN EXPRESS2.6K shares-5.75%2025-12-312026-02-02

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW7.9K shares3.52%2025-12-312026-02-02

ISHARES GOLD TRUST ISHARES GOLD TRUST10.7K shares10.56%2025-12-312026-02-02

Sponsored

ECL ECOLAB INC COM3.3K shares0.00%2025-12-312026-02-02

COP CONOCOPHILLIPS COM9.2K shares0.11%2025-12-312026-02-02

GLD SPDR GOLD TRUST GOLD SHS2.1K shares0.00%2025-12-312026-02-02

AMGN AMGEN INC COM2.5K shares-25.41%2025-12-312026-02-02

VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF10.2K shares0.22%2025-12-312026-02-02

BA BOEING CO COM3.7K shares2.72%2025-12-312026-02-02

QCOM QUALCOMM INC COM4.7K shares0.15%2025-12-312026-02-02

VONV VANGUARD RUSSELL 1000 VALUE ETF8.6K shares-6.06%2025-12-312026-02-02

Sponsored

UNH UNITEDHEALTH GROUP INC2.4K shares11.39%2025-12-312026-02-02

BMY BRISTOL MYERS SQUIBB14.6K shares-3.72%2025-12-312026-02-02

IWR ISHARES TR RUSSELL MIDCAP INDEX FD8.1K shares-0.12%2025-12-312026-02-02

ABT ABBOTT LABS COM6.3K shares-0.89%2025-12-312026-02-02

EFA ISHARES TR INDEX MSCI EAFE IDX8.1K shares1.93%2025-12-312026-02-02

CIGNA CORP NEW CIGNA CORP NEW2.8K shares-13.55%2025-12-312026-02-02

CEG CONSTELLATION ENERGY CORP2.1K shares0.37%2025-12-312026-02-02

CB CHUBB LIMITED COM2.4K shares-3.39%2025-12-312026-02-02

Sponsored

XLF FINANCIAL SELECT SECTOR SPDR13.6K sharesnew addition2025-12-312026-02-02

SON SONOCO PRODS CO COM16.7K shares-0.71%2025-12-312026-02-02

INVESCO ETF S&P 500 EQUAL WEIGHT INVESCO ETF S&P 500 EQUAL WEIGHT3.8K shares0.00%2025-12-312026-02-02

PYLD PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE26.9K shares11.46%2025-12-312026-02-02

NKE NIKE INC CL B11.1K shares-1.95%2025-12-312026-02-02

FCX FREEPORT-MCMORAN COPPER & GOLD COM13.9K shares0.44%2025-12-312026-02-02

DOV DOVER CORP3.6K shares-2.29%2025-12-312026-02-02

PSX PHILLIPS 66 COM5.5K shares1.77%2025-12-312026-02-02

Sponsored

ARISTA NETWORKS INC COM ARISTA NETWORKS INC COM5.4K shares-0.20%2025-12-312026-02-02

IWP ISHARES TR INDEX RUSSELL MCP GR5.1K shares-0.29%2025-12-312026-02-02

GLW CORNING INC COM8.0K shares-3.44%2025-12-312026-02-02

FEUS FLEXSHARES TR ESG & CLM US LRG9.4K shares0.00%2025-12-312026-02-02

TRV ST PAUL TRAVELERS COS2.4K shares-2.16%2025-12-312026-02-02

GEV GE VERNOVA INC COM1.1K shares6.74%2025-12-312026-02-02

BAC BANK OF AMERICA CORP COM12.6K shares6.23%2025-12-312026-02-02

IVE ISHARES TR S&P 500 VAL ETF3.2K shares0.00%2025-12-312026-02-02

Sponsored

LNG CHENIERE ENERGY INC COM NEW3.5K shares0.06%2025-12-312026-02-02

IYW ISHARES TR DJ US TECH SEC3.3K shares0.00%2025-12-312026-02-02

NVS NOVARTIS A G SPONSORED ADR4.8K shares4.36%2025-12-312026-02-02

MDLZ MONDELEZ INTL INC CL A12.1K shares-0.09%2025-12-312026-02-02

TJX TJX COS INC NEW COM4.1K shares-5.67%2025-12-312026-02-02

VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF11.8K shares-1.22%2025-12-312026-02-02

IWD ISHARES TR RUSSELL1000VAL3.0K shares12.34%2025-12-312026-02-02

HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA9.3K shares5.57%2025-12-312026-02-02

Sponsored

EFV ISHARES TR MSCI VAL IDX8.6K shares-0.14%2025-12-312026-02-02

IUSV ISHARES CORE S&P VALUE5.8K shares0.00%2025-12-312026-02-02

PFE PFIZER INC COM23.6K shares-15.64%2025-12-312026-02-02

APH AMPHENOL CORP NEW4.3K shares56.79%2025-12-312026-02-02

UBER UBER TECHNOLOGIES INC COM7.1K shares-4.88%2025-12-312026-02-02

INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF12.4K shares34.30%2025-12-312026-02-02

MS MORGAN STANLEY DEAN WITTER3.2K shares0.12%2025-12-312026-02-02

WTM WHITE MTNS INS GROUP LTD COM275 shares-3.17%2025-12-312026-02-02

Sponsored

XLY CONSUMER DISCRETIONARY SLCT4.8K sharesnew addition2025-12-312026-02-02

PM PHILIP MORRIS INTL INC COM3.5K shares0.92%2025-12-312026-02-02

CITIGROUP INC COM NEW CITIGROUP INC COM NEW4.8K shares0.23%2025-12-312026-02-02

XLV SELECT SECTOR SPDR TR STATE STREET HEA3.5K sharesnew addition2025-12-312026-02-02

BLACKSTONE GROUP INC COM CL A BLACKSTONE GROUP INC COM CL A3.6K shares0.00%2025-12-312026-02-02

VZ VERIZON COMMUNICATIONS13.3K shares0.48%2025-12-312026-02-02

XLI SELECT SECTOR SPDR TR SBI INT-INDS3.5K sharesnew addition2025-12-312026-02-02

XLC SELECT SECTOR SPDR COMMUNICATIONS INDX4.6K sharesnew addition2025-12-312026-02-02

Sponsored

MO ALTRIA GROUP INC9.3K shares-13.82%2025-12-312026-02-02

SPSM SPDR SER TR PORTFOLIO SM ETF11.5K shares13.94%2025-12-312026-02-02

GILD GILEAD SCIENCES INC4.2K shares-2.59%2025-12-312026-02-02

AEP AMERICAN ELECTRIC POWER4.5K shares4.17%2025-12-312026-02-02

TILT FLEXSHARES MORNINGSTAR US2.0K shares0.00%2025-12-312026-02-02

VLO VALERO ENERGY CORP NEW COM3.1K shares2.48%2025-12-312026-02-02

NVO NOVO-NORDISK A S ADR9.9K shares-2.32%2025-12-312026-02-02

PLTR PALANTIR TECHNOLOGIES INC CL A2.8K shares14.49%2025-12-312026-02-02

Sponsored

STT STATE STREET CORP3.9K shares5.00%2025-12-312026-02-02

XLG INVESCO EXCHANGE TRADED FD TS&P 500 TOP 508.3K shares10.22%2025-12-312026-02-02

IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV16.0K shares0.00%2025-12-312026-02-02

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF17.7K shares-0.80%2025-12-312026-02-02

NOC NORTHROP GRUMMAN CORP COM827 shares0.00%2025-12-312026-02-02

SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS6.4K shares0.06%2025-12-312026-02-02

AZN ASTRAZENECA PLC SPONSORED ADR5.1K shares-0.77%2025-12-312026-02-02

VOE VANGUARD INDEX FDS MCAP VL IDXVIP2.6K shares0.00%2025-12-312026-02-02

Sponsored

NOW SERVICENOW INC COM3.0K shares411.09%2025-12-312026-02-02

TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR14.8K shares-8.09%2025-12-312026-02-02

PNC PNC FINL SVCS GROUP INC COM2.2K shares-1.65%2025-12-312026-02-02

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ16.3K shares0.00%2025-12-312026-02-02

IR INGERSOLL RAND INC COM5.7K shares-2.15%2025-12-312026-02-02

LAM RESEARCH CORP COM LAM RESEARCH CORP COM2.6K shares-13.35%2025-12-312026-02-02

VGT VANGUARD WORLD FDS INF TECH ETF576 sharesnew addition2025-12-312026-02-02

SPYM SPDR SER TR RUSSELL 1000 ETF5.3K shares6.11%2025-12-312026-02-02

Sponsored

LOW LOWES COMPANIES1.8K shares-1.74%2025-12-312026-02-02

TXN TEXAS INSTRUMENTS2.4K shares-3.79%2025-12-312026-02-02

DVY ISHARES TR INDEX DJ SEL DIV INX2.9K shares0.00%2025-12-312026-02-02

AER AERCAP HOLDINGS NV2.8K shares-5.01%2025-12-312026-02-02

PAYX PAYCHEX INC COM3.6K shares-1.66%2025-12-312026-02-02

USB US BANCORP DEL COM NEW7.6K shares-2.93%2025-12-312026-02-02

HCA HCA HLDGS INC COM855 shares0.00%2025-12-312026-02-02

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF14.7K shares4.55%2025-12-312026-02-02

Sponsored

T AT&T INC COM15.5K shares-7.81%2025-12-312026-02-02

ISRG INTUITIVE SURGICAL INC COM NEW678 shares-0.73%2025-12-312026-02-02

BN BROOKFIELD ASSET MGMT INC8.3K shares48.24%2025-12-312026-02-02

INTC INTEL COM10.2K shares0.02%2025-12-312026-02-02

IRM IRON MTN INC NEW COM4.5K shares0.00%2025-12-312026-02-02

BK BANK NEW YORK MELLON CORP COM3.2K shares0.16%2025-12-312026-02-02

COF CAPITAL ONE FINL CORP COM1.5K shares0.59%2025-12-312026-02-02

MAR MARRIOTT INTL INC NEW CL A1.2K shares-8.38%2025-12-312026-02-02

Sponsored

CMCSA COMCAST CORP NEW CL A12.3K shares-6.27%2025-12-312026-02-02

APD AIR PRODS & CHEMS INC COM1.5K shares-4.31%2025-12-312026-02-02

SCHF SCHWAB STRATEGIC INTL EQUITYETF15.2K shares0.00%2025-12-312026-02-02

KKR & CO INC COM KKR & CO INC COM2.8K shares-0.46%2025-12-312026-02-02

AVY AVERY DENNISON CORP COM1.9K shares0.00%2025-12-312026-02-02

MU MICRON TECHNOLOGY INC COM1.2K shares-16.86%2025-12-312026-02-02

ACWI ISHARES TR MSCI ACWI INDX2.5K shares0.00%2025-12-312026-02-02

QNITY ELECTRONICS INC COM QNITY ELECTRONICS INC COM4.3K sharesnew addition2025-12-312026-02-02

Sponsored

BSX BOSTON SCIENTIFIC CORP COM3.6K shares0.58%2025-12-312026-02-02

DUPONT DE NEMOURS INC (NEW) DUPONT DE NEMOURS INC (NEW)8.6K shares2.69%2025-12-312026-02-02

FNF FIDELITY NATIONAL FINANCIAL COM SHS6.2K shares-0.29%2025-12-312026-02-02

EXC EXELON CORP COM7.7K shares0.00%2025-12-312026-02-02

REGL PROSHARES TR S&P MDCP 400 DIV4.0K shares-9.14%2025-12-312026-02-02

SPYV SPDR SERIES TRUST STATE STREET SPD5.8K shares0.00%2025-12-312026-02-02

O REALTY INCOME CORP COM5.8K shares6.37%2025-12-312026-02-02

PKG PACKAGING CORP AMER COM1.6K shares0.00%2025-12-312026-02-02

Sponsored

PH PARKER HANNIFIN CORP COM372 shares-4.86%2025-12-312026-02-02

SOXX ISHARES TR PHLX SEMICND ETF1.1K shares0.00%2025-12-312026-02-02

NOBL PROSHARES TR S&P 500 DV ARIST3.1K shares-32.11%2025-12-312026-02-02

BDX BECTON DICKINSON & CO1.6K shares-1.81%2025-12-312026-02-02

WM WASTE MANAGEMENT INC DEL1.4K shares0.78%2025-12-312026-02-02

IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX2.8K shares0.00%2025-12-312026-02-02

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.1K shares-0.23%2025-12-312026-02-02

FDX FEDEX CORP1.1K shares-2.90%2025-12-312026-02-02

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IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND2.2K shares0.00%2025-12-312026-02-02

BKDV BNY MELLON ETF TRUST II DYNAMIC VALUE10.5K shares0.00%2025-12-312026-02-02

SPGI S & P GLOBAL INC577 sharesnew addition2025-12-312026-02-02

WMB WILLIAMS COS INC COM5.0K shares-3.90%2025-12-312026-02-02

SMMU PIMCO ETF TR SHTRM MUN BD ACT6.0K sharesnew addition2025-12-312026-02-02

OEF I SHARES TR S&P 100 ETF870 shares0.00%2025-12-312026-02-02

YOU CLEAR SECURE INC COM CL A8.5K shares-6.09%2025-12-312026-02-02

HDV ISHARES TR CORE HIGH DV ETF2.4K shares0.00%2025-12-312026-02-02

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INTU INTUIT COM444 shares-6.13%2025-12-312026-02-02

TROW T. ROWE PRICE GROUP INC2.8K shares-2.51%2025-12-312026-02-02

ALLE ALLEGION PUB LTD CO ORD SHS1.8K shares3.35%2025-12-312026-02-02

FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION15.1K shares0.00%2025-12-312026-02-02

SHOP SHOPIFY INC CL A1.8K shares-3.39%2025-12-312026-02-02

VRTX VERTEX PHARMACEUTICALS INC COM634 shares-10.96%2025-12-312026-02-02

LH LABORATORY CORP AMER HLDGS COM NEW1.1K shares-6.69%2025-12-312026-02-02

SLB SCHLUMBERGER LTD7.4K shares-13.97%2025-12-312026-02-02

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SBUX STARBUCKS CORP COM3.4K shares-33.05%2025-12-312026-02-02

MDY SPDR S & P MIDCAP ETF467 shares-4.11%2025-12-312026-02-02

AMERISOURCE BERGEN CORP AMERISOURCE BERGEN CORP832 shares-5.24%2025-12-312026-02-02

BP BP AMOCO PLC ADS (UK)8.1K shares0.00%2025-12-312026-02-02

IHE ISHARES TR DJ PHARMA INDX3.3K shares0.00%2025-12-312026-02-02

MEDTRONIC PLC MEDTRONIC PLC2.9K shares1.50%2025-12-312026-02-02

KLAC KLA-TENCOR CORP COM227 shares-5.02%2025-12-312026-02-02

FLOT ISHARES FLOATING RATE BOND ETF5.4K shares0.00%2025-12-312026-02-02

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KVUE KENVUE INC COM15.9K shares-4.68%2025-12-312026-02-02

AVUV TR AVANTIS2.7K shares10.44%2025-12-312026-02-02

VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC5.8K shares15.36%2025-12-312026-02-02

IGV ISHARES TR EXPANDED TECH2.5K shares0.00%2025-12-312026-02-02

ISTB ISHARES TR CORE 1 5 YR USD5.5K shares0.00%2025-12-312026-02-02

SDY SPDR SERIES TRUST S&P DIVID ETF1.9K shares0.11%2025-12-312026-02-02

SPG SIMON PPTY GROUP INC NEW COM1.4K sharesnew addition2025-12-312026-02-02

D DOMINION ENERGY INC COM4.4K shares-11.93%2025-12-312026-02-02

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VUG VANGUARD INDEX FDS GROWTH ETF523 shares-31.00%2025-12-312026-02-02

MMC MARSH & MCLENNAN COS INC COM1.4K shares-3.45%2025-12-312026-02-02

GUNR FLEXSHARES TR MORNSTAR UPSTR5.5K shares-4.96%2025-12-312026-02-02

BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF5.2K shares0.00%2025-12-312026-02-02

IGF ISHARES TR GLB INFRASTR ETF4.1K shares16.67%2025-12-312026-02-02

VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX2.5K shares0.00%2025-12-312026-02-02

RCL ROYAL CARIBBEAN CRUISES LTD COM897 shares0.56%2025-12-312026-02-02

INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL3.5K shares0.00%2025-12-312026-02-02

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ICE INTERCONTINENTALEXCHANGE INCCOM1.5K shares3.65%2025-12-312026-02-02

EXE CHESAPEAKE ENERGY CORP COM2.2K shares-5.33%2025-12-312026-02-02

BIV VANGUARD BD INDEX FD INC INTERMED TERM3.1K shares0.00%2025-12-312026-02-02

QUAL ISHARES TR USA QUALITY FCTR1.2K shares-7.42%2025-12-312026-02-02

MBB ISHARES MBS ETF2.5K shares0.36%2025-12-312026-02-02

EFG ISHARES TR MSCI GRW IDX2.1K shares-14.64%2025-12-312026-02-02

EES WISDOMTREE TRUST SMLCAP EARN FD4.2K shares0.00%2025-12-312026-02-02

ADI ANALOG DEVICES INC875 shares0.57%2025-12-312026-02-02

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BKNG BOOKING HLDGS INC.COM44 shares0.00%2025-12-312026-02-02

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW3.6K sharesnew addition2025-12-312026-02-02

LINDE PLC COM EURO .001 LINDE PLC COM EURO .001550 shares-5.98%2025-12-312026-02-02

ESGD ISHARES TR ESG AW MSCI EAFE2.5K sharesnew addition2025-12-312026-02-02

AGG ISHARES TR INDEX BARCLY USAGG B2.3K shares1.30%2025-12-312026-02-02

VYMI VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF2.5K shares0.00%2025-12-312026-02-02

CMS CMS ENERGY CORP3.3K shares-6.03%2025-12-312026-02-02

SHW SHERWIN WILLIAMS CO COM700 shares0.43%2025-12-312026-02-02

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CARR CARRIER GLOBAL CORPORATION COM4.3K shares-29.42%2025-12-312026-02-02

AEM AGNICO EAGLE MINES LTD COM1.3K shares-7.57%2025-12-312026-02-02

IDV ISHARES INTL SELECT DIVIDENDETF5.7K shares0.00%2025-12-312026-02-02

CRWD CROWDSTRIKE HLDGS INC CL A480 shares-48.33%2025-12-312026-02-02

CTVA CORTEVA INC COM3.3K shares1.52%2025-12-312026-02-02

OGE OGE ENERGY CORP COM5.2K shares1.16%2025-12-312026-02-02

CLX CLOROX CO DEL COM2.2K shares0.00%2025-12-312026-02-02

OTIS OTIS WORLDWIDE CORP COM2.5K shares0.00%2025-12-312026-02-02

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WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.1K shares-7.10%2025-12-312026-02-02

RUSHA RUSH ENTERPRISES INC CL A4.0K shares0.00%2025-12-312026-02-02

MCK MCKESSON CORP COM265 shares0.38%2025-12-312026-02-02

DON WISDOMTREE TRUST MIDCAP DIVI FD4.2K shares0.00%2025-12-312026-02-02

ORLY O REILLY AUTOMOTIVE INC NEW COM2.4K shares5.26%2025-12-312026-02-02

SCHA SCHWAB STRATEGIC TR US SML CAP ETF7.5K shares0.00%2025-12-312026-02-02

ALL ALLSTATE CORP COM1.0K shares-2.46%2025-12-312026-02-02

PLD PROLOGIS INC COM1.7K sharesnew addition2025-12-312026-02-02

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HEI HEICO CORP NEW660 shares0.15%2025-12-312026-02-02

BSV VANGUARD BD INDEX FD INC SHORT TRM BOND2.7K shares0.00%2025-12-312026-02-02

REGN REGENERON PHARMACEUTICALS COM276 sharesnew addition2025-12-312026-02-02

DEO DIAGEO P L C SPON ADR NEW2.4K shares0.00%2025-12-312026-02-02

RY ROYAL BK CDA MONTREAL QUE COM1.2K sharesnew addition2025-12-312026-02-02

PMBS PIMCO ETF TR MTG BKD SECS ACT4.2K sharesnew addition2025-12-312026-02-02

VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS3.7K shares0.00%2025-12-312026-02-02

MET METLIFE INC COM2.6K shares-44.17%2025-12-312026-02-02

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GNR SPDR INDEX SHS FDS GLB NAT RESRCE3.3K sharesnew addition2025-12-312026-02-02

KR KROGER CO COM3.3K sharesnew addition2025-12-312026-02-02

BWXT BWX TECHNOLOGIES INC COM1.2K shares2.52%2025-12-312026-02-02

HYGV FLEXSHARES TR HIG YLD VL ETF5.0K shares0.00%2025-12-312026-02-02

HLN HALEON PLC SPNSD ADR13.3K shares0.19%2025-12-312026-02-02

NAD NUVEEN QUALITY MUNCP INCOME COM11.1K sharesnew addition2025-12-312026-02-02

NUV NUVEEN MUN VALUE FD INC COM11.5K shares0.00%2025-12-312026-02-02

WIT WIPRO LTD SPONS ADR22.0K shares-8.10%2025-12-312026-02-02

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